Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 83 U.S. retirement plans report holding American Funds Capital World-Growth and Income Fund in their Schedule of Assets, totaling $165.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COREWELL HEALTH SPECTRUM HEALTH SYSTEM 403(B) PLAN | GRAND RAPIDS MI | 34,243 | $3.2B | $73.8M |
| 2 | HALDOR TOPSOE, INC. DEFERRED SALARY PLAN FOR EMPLOYEES OF HALDOR TOPSOE, INC. | HOUSTON TX | 212 | $87.2M | $9.2M |
| 3 | MATRIX SERVICE COMPANY MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN |
TULSA OK |
| 1,851 |
| $215.7M |
| $9.0M |
| 4 | THE IOWA CLINIC, P.C. THE IOWA CLINIC 401(K) PROFIT SHARING PLAN | WEST DES MOINES IA | 1,230 | $328.9M | $8.4M |
| 5 | ORTHOTENNESSEE, P.C. ORTHOTENNESSEE 401(K) PLAN | KNOXVILLE TN | 765 | $153.3M | $5.6M |
| 6 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN | SANTA MONICA CA | 482 | $143.7M | $5.5M |
| 7 | CAPGEMINI AMERICA, INC. CAPGEMINI FINANCIAL SERVICES USA, INC. 401(K) RETIREMENT PLAN | ROSEMONT IL | 5,757 | $519.6M | $4.0M |
| 8 | FRANK B. FUHRER HOLDINGS, INC. FRANK B. FUHRER HOLDINGS INC. EMPLOYEES RETIREMENT PLAN | PITTSBURGH PA | 326 | $56.7M | $3.6M |
| 9 | TAPANI, INC. TAPANI, INC. RETIREMENT SAVINGS PLAN | BATTLE GROUND WA | 620 | $47.6M | $3.0M |
| 10 | SCOTT-MCRAE AUTOMOTIVE GROUP, LLLP SCOTT-MCRAE AUTOMOTIVE GROUP, LLLP 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 622 | $41.3M | $2.7M |
